Retirement Visions Syracuse NY

Bankrate readers check their savings, peek into the future and guess what retirement might look like. Having a long-term plan and sticking to it will increase your chances of arriving at retirement in style.

Anthony Farella
Rockbridge Investment Management, LLC
(315) 671-0588 X222
101 South Salina Street, Suite 400
Syracuse, NY
Expertises
Ongoing Investment Management, Helping Clients Identify & Achieve Goals, Retirement Plan Investment Advice, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, CFP®

Mr. John J. Kenney, CFP®
(315) 671-1831
PO Box 4718
Syracuse, NY
Firm
Northwestern Mutual
Areas of Specialization
Asset Allocation, Business Succession Planning, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Estate Planning, General Financial Planning
Key Considerations
Average Net Worth: $250,001 - $500,000

Average Income: $100,001 - $250,000

Profession: Not Applicable

Data Provided by:
Mr. Uri Doolittle V, CFP®
(315) 214-2727
432 N Franklin St Ste 60
Syracuse, NY
Firm
The Doolittle Financial Network

Data Provided by:
Mr. Anthony R. Farella, CFP®
(315) 671-0588
101 S Salina St Ste 400
Syracuse, NY
Firm
Rockbridge Investment Management
Areas of Specialization
Asset Allocation, Employee and Employer Plan Benefits, Investment Management, Investment Planning, Retirement Income Management
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable

Profession: Not Applicable

Data Provided by:
Mr. Raymond V. Grimaldi, CFP®
(315) 476-4004
432 N Franklin St Ste 60
Syracuse, NY
Firm
GRIMALDI & NELKIN CPAs, P.L.L.
Areas of Specialization
Accounting, Business Succession Planning, Charitable Giving, Employee and Employer Plan Benefits, Estate Planning, General Financial Planning, Insurance Planning
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable

Profession: Not Applicable

Data Provided by:
Mr. Peter L. Derrenbacker, CFP®
(315) 434-8800
PO Box 4718
Syracuse, NY
Firm
Northwestern Mutual Financial

Data Provided by:
Mr. Jon A. Law, CFP®
(315) 449-3000
432 North Franklin St.
Syracuse, NY
Firm
Mass Mutual Financial Group

Data Provided by:
Mr. R. Andrew Hagen, CFP®
(315) 425-6344
120 Madison St Ste 1900
Syracuse, NY
Firm
AXA Advisors, LLC
Areas of Specialization
Comprehensive Financial Planning, Investment Management, Retirement Planning, Wealth Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $100,001 - $250,000



Data Provided by:
Mr. Kevin C. Riley, CFP®
(315) 422-7096
231 Walton St
Syracuse, NY
Firm
Planned Results Inc

Data Provided by:
Mr. Kim C. Michalak, CFP®
(315) 474-9243
500 Plum St
Syracuse, NY
Firm
Wells Fargo Advisors
Areas of Specialization
Asset Allocation, General Financial Planning, Investment Management, Investment Planning, Retirement Income Management, Retirement Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $100,001 - $250,000

Profession: Not Applicable

Data Provided by:
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